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Manage customer-related documents and folders. Supports creating folders, uploading documents, organizing files, and maintaining contract documentation.

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Add a Folder or Document

1

Navigate to Documents

CRM D Nav
2

Select Add

CRM D Add
3

Select a document type

CRM D Add Type
4

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

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Edit, Download, or Delete a Document

1

Select an action

CRM D Action
Only document downloads are supported. To download a file within a folder, open the folder and download the file individually.
2

Confirm the action

  • Edit: Select Save to complete or Cancel to exit without saving changes.
  • Download: Download will start automatically after selection.
  • Delete: Select Delete to complete or Cancel to exit without saving changes.

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Move a Document or Folder

1

Select the document(s) or folder(s)

CRM D Select
2

Select Move To

CRM D Move
3

Select a destination

CRM D Move S
4

Confirm the action

CRM D Move C
Select Move here to complete or Cancel to exit without saving changes.